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Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
January 10 -
Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.
December 27 -
Why executives think forthcoming technologies will secure the firm’s lead as a digital innovator.
November 30 -
A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.
November 22Mariner Wealth Advisors -
New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.
October 12 -
A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.
July 6Alpine Data -
Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.
May 19